How do I print a Partial Organizer?

To print a Partial Organizer:
  1. Click on the Clients tab (to view the list of your clients).
  2. Click on Tools.
  3. Click on Organizer.
  4. Click on Printer Paper Organizer from the left navigation panel.
  5. Select Partial Organizer.

  6. Highlight the clients under the Available Clients section. (To highlight multiple clients, hold down the Ctrl key and select the applicable clients.)

  7. Click on Add. (This will move the highlighted clients from the Available Clients section to the Selected Clients section.)
  8. Click on Print.
  9. Select the applicable Organizer Pages, Document Options, and/or Organizer Print Options. (Example: If you are printing the Partial Organizer to only print a custom Questionnaire select the applicable Questionnaire from the drop down menu.)

  10. Click OK.
  11. Select the applicable Printer from the Print Settings window.
  12. Click OK.